(VERX) Vertex - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US92538J1060

VERX: Tax Technology, Compliance, Data Management, Analytics, Integration

Vertex, Inc. (NASDAQ:VERX) is a leading provider of enterprise tax technology solutions, serving industries such as retail, wholesale, and manufacturing globally. The company offers a comprehensive suite of tax determination, compliance, and reporting tools, along with advanced tax data management and analytics. Vertex provides pre-built integrations for ERP systems, including solutions tailored for specific industries like communications and leasing. Additionally, it offers specialized tools such as the Chain Flow Accelerator and SAP-specific solutions. The company delivers implementation services, including configuration, data migration, and training, as well as managed services like tax return preparation and e-invoicing. Vertex distributes its software through licenses and SaaS subscriptions, operating from its headquarters in King of Prussia, Pennsylvania, since its founding in 1978.

Based on technical and fundamental analysis, Vertexs stock is expected to trade within a narrow range over the next three months. The stock is currently trading at $39.54, with a 20-day SMA of $37.47 and a 50-day SMA of $37.65, indicating a short-term uptrend. The 200-day SMA of $43.34 suggests potential resistance at higher levels. With an ATR of 1.69 and average volume of 1.15 million shares, volatility is expected to remain moderate. Fundamentally, Vertexs high P/B ratio of 34.48 and P/S ratio of 9.31 reflect strong market valuation despite a negative RoE of -29.40%. The stocks performance will likely hinge on its ability to maintain revenue growth and improve profitability metrics.

Additional Sources for VERX Stock

VERX Stock Overview

Market Cap in USD 6,179m
Sector Technology
Industry Software - Application
GiC Sub-Industry Application Software
IPO / Inception 2020-07-29

VERX Stock Ratings

Growth Rating 37.6
Fundamental 16.7
Dividend Rating 0.0
Rel. Strength 12.3
Analysts 3.93/5
Fair Price Momentum 35.34 USD
Fair Price DCF 19.22 USD

VERX Dividends

No Dividends Paid

VERX Growth Ratios

Growth Correlation 3m -5.7%
Growth Correlation 12m 41.7%
Growth Correlation 5y 47.5%
CAGR 5y 9.86%
CAGR/Max DD 5y 0.13
Sharpe Ratio 12m 1.95
Alpha 13.25
Beta 1.234
Volatility 49.19%
Current Volume 987.3k
Average Volume 20d 924.7k
What is the price of VERX stocks?
As of May 09, 2025, the stock is trading at USD 37.52 with a total of 987,303 shares traded.
Over the past week, the price has changed by -5.75%, over one month by +6.89%, over three months by -33.02% and over the past year by +25.40%.
Is Vertex a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Vertex is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 16.71 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VERX as of May 2025 is 35.34. This means that VERX is currently overvalued and has a potential downside of -5.81%.
Is VERX a buy, sell or hold?
Vertex has received a consensus analysts rating of 3.93. Therefor, it is recommend to buy VERX.
  • Strong Buy: 4
  • Buy: 6
  • Hold: 5
  • Sell: 0
  • Strong Sell: 0
What are the forecast for VERX stock price target?
According to ValueRays Forecast Model, VERX Vertex will be worth about 39.7 in May 2026. The stock is currently trading at 37.52. This means that the stock has a potential upside of +5.68%.
Issuer Forecast Upside
Wallstreet Target Price 47 25.4%
Analysts Target Price 47 25.4%
ValueRay Target Price 39.7 5.7%